30 years’ experience of long-term outperformance following our distinctive investment style (12.0% average annual performance vs 8.2% for MSCI World excluding US)*.
Our experience allows us to discover neglected family controlled holding companies, closed-end funds and other asset backed companies priced at discount to their NAV and to ascertain if a catalyst can be identified with which to unlock their value.
Our investment strategy carries with it inherent risk control due to the very nature of the highly diversified types of companies we invest in, whose underlying assets cover a range of sectors and countries.
We promote active involvement to improve corporate governance and to unlock potential shareholder value.
* British Empire Securities and General Trust plc annual average performance in GBP as at 30 September 2015.